Gregory LathropCRD Number: 1065112
Current Firm: Cetera Advisor Networks LLC
Gregory Lathrop (CRD# 1065112) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Medford, OR and has over 18 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||4|
|Capital Accounting Service||Medford, OR||Oct 1982 - Current||35|
|Financial Network Investment Corporation||El Segundo, CA||Jan 1999 - Dec 2012||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops